See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,233 | $49,922+523.4% | $80,569+286.3% | $75,163+314.1% |
| Participation rate | 92.9% | 55.3%+37.6pp | 67.0%+25.9pp | 67.2%+25.7pp |
| Annual return | 16.63% | 34.69%-18.1pp | 935.43%-918.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,006 | $1,698+18.1% | $2,723-26.3% | $2,670-24.9% |
| Participant deferral / active EE | $6,629 | $2,990+121.7% | $4,447+49.0% | $4,125+60.7% |
| Admin fee / account holder | $10,605 | $3,577+196.5% | $5,377+97.2% | $5,651+87.7% |